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The Disciplined Investor Podcast

The Disciplined Investor Podcast

By: Andrew Horowitz and guests - Frank Curzio Ben Hunt Barry Ritholtz Leo Laporte Keith McCullough TDI
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The Disciplined Investor Podcast2025+ Economics Leadership Management & Leadership Personal Finance Politics & Government
Episodes
  • TDI Podcast: Crypto Camuso (#974)
    May 24 2026

    NVDA earning are out.

    SpaceX IPO excitement is growing.

    Key interest rates driving higher.

    And we are talking crypto – with our Guest – Pat Camuso…CPA and Crytpo tax expert.

    NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

    Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm working closely with cryptocurrency investors and web3 businesses that was among the first CPA firms to specialize in crypto taxes back in 2016. As a pioneer in the field, Camuso CPA was also the first firm to accept cryptocurrency as payment, setting a forward-thinking example in the accounting profession.

    Patrick is the host of The Financial Frontier podcast, where he explores the latest trends in crypto, tax, and finance. He also runs the Digital Asset Digest, a newsletter delivering insights on blockchain, digital assets, and tax compliance. Patrick is also the author of Navigating the NFT Sales Tax Maze, Wayfair 2.0 for Web 3.0, an essential resource for navigating sales tax in the digital asset space.

    Learn More at http://www.ibkr.com/funds

    Follow @andrewhorowitz

    Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

    eNVESTOLOGY Info – https://envestology.com/

    Stocks mentioned in this episode: (/BTC), (/ETH), (TSLA), (OKLO), (IONQ), (QUBT)

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    55 mins
  • TDI Podcast: The Next Phase (#973)
    May 17 2026

    Inflation sticky like old pine sap…

    Another round of China meetings.

    Universal Basic Income –hints and whispers.

    And our guest – Ed Easterling, Founder and President of Crestmont Research

    NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

    Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets at www.CrestmontResearch.com. He has over thirty years of alternative investment experience, including financial markets, private equity, and business operations.

    Mr. Easterling is the author of recently-released Probable Outcomes: Secular Stock Market Insights and Unexpected Returns: Understanding Secular Stock Market Cycles (Cypress House; 2005). In addition, he is contributing author to Just One Thing (John Wiley & Sons; 2005) and co-author of chapters in Bull‘s Eye Investing by John Mauldin. Mr. Easterling is a Senior Fellow and a Board Member at the Alternative Asset Management Center at SMU‘s Cox School of Business in Dallas, and previously served as a member of the adjunct faculty teaching the course on alternative investments and hedge funds for MBA students. Mr. Easterling holds a BBA in business, a BA in psychology, and an MBA from Southern Methodist University.

    Check this out and find out more at: http://www.interactivebrokers.com/

    Follow @andrewhorowitz

    Stocks mentioned in this episode: (META), (CAT), (IONQ), (SLV), (BND)

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    1 hr and 4 mins
  • TDI Podcast: The History of the Future (#972)
    May 10 2026

    Blowout numbers from Semis – tech is on fire!

    The war is kinda over – but nothing has changes.

    A deep dive into AI and employment trends – is your job at risk.

    And our special guest today – author of How to Get Rich in American History – Joseph S. Moore, PhD.

    NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

    Joseph S. Moore, PhD, is an author, historian, and investor whose self-experimentation with history’s wildest financial strategies made him financially independent in his mid-40s.

    His writing blends deep, unconventional insights with some of history’s most hilarious stories His first book, Founding Sins , from Oxford University Press, was praised as “extraordinary” and “witty.”

    Check this out and find out more at: http://www.interactivebrokers.com/

    Follow @andrewhorowitz

    Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE

    Chart/Graphic Discussed

    Stocks mentioned in this episode: (AMZN), (META), (AAPL), (NVDA), (SNDK), (OIL), (GOOG), (WHR)

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    1 hr and 9 mins
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